ESOP · DOL Form 5500 · 2023

The Capital Management Corporation ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
7
Participants Small participant base
24th
Percentile by assets National rank
$152,410
Avg per participant Above avg balance/head
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Official DOL plan name: The Capital Management Corporation Employee Stock Ownership Plan · Sponsored by The Capital Management Corporation · Virginia · Finance & Insurance

$1M in assets, 7 participants

The Capital Management Corporation's The Capital Management Corporation Employee Stock Ownership Plan reported $1M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 24th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #1,390 in Finance & Insurance (8,869 peers)

The Capital Management Corporation multi-year trail

The Capital Management Corporation's plans moved +35.4% in assets from 2022 to 2024; this filing shows The Capital Management Corporation Employee Stock Ownership Plan at $1M / 7 participants.

#1,390
in Finance & Insurance (8,869 peers)
+18.5%
assets growth YoY

The Capital Management Corporation Employee Stock Ownership Plan among the smaller filed plans by assets

The Capital Management Corporation Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,066,872 24th percentile higher than 24% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

The Capital Management Corporation Employee Stock Ownership Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Capital Management Corporation Employee Stock Ownership Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Capital Management Corporation Employee Stock Ownership Plan reported net income rose from -$32K in the plan year 2022 filing to $167K in the plan year 2023 filing.
  • The Capital Management Corporation Employee Stock Ownership Plan end-of-year assets rose from $900K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 541048352 · The Capital Management Corporation PY 2023 · ESOP

The Capital Management Corporation Employee Stock Ownership Plan · $1M · 7 · 24th

  • RANK $1M
  • PHOTO 7
  • IND 24th
  • EOY ESOP
  • 5500 near Tf Inter-Holdings, Inc. Profit Sharing Plan
  • ASSETS ind #1390

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with What is an ESOP? → · Plans in Virginia →

The Capital Management Corporation Employee Stock Ownership Plan in the asset neighbourhood

The Capital Management Corporation Employee Stock Ownership PlanThe Capital Management Corpo…$1MTf Inter-Holdings, Inc. Profit Sharing PlanTf Inter-Holdings, Inc. Prof…$1MCma Consulting Holding Company Employee Stock Ownership PlanCma Consulting Holding Compa…$1MThompson Company, Inc. Employee Stock Ownership PlanThompson Company, Inc. Emplo…$1MPieper-Houston Electric Employee Stock Ownership PlanPieper-Houston Electric Empl…$1M
End-of-year total assets ($M) among The Capital Management Corporation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

The Capital Management Corporation multi-year asset trail

Sponsor-wide plan assets over time

All The Capital Management Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$1M 35.37233126578299% vs 2022
2024 filing year
$0.8M$0.9M$1M$1.1M$1.2M$1.3M 202220232024 $0.9M $1.22M ▲ +35.6%
Year Plans Participants Total Assets
2022 1 7 $900K
2023 1 7 $1M
2024 2 16 $1M

The Capital Management Corporation filing trail (2023)

Total Assets (Beginning of Year)$900K
Net Assets (End of Year)$1M
Net Income$167K
Employer EIN541048352
Plan Effective Date2014-06-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Virginia

Peer ESOP plans, same state, same plan type, ranked by total assets.

The Capital Management Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants The Capital Management Corporation Employee Stock Ownership Plan, Total assets ($B): 0.001066872 · Participants: 7The Capital Management Corporation Employee Stock Ownership PlanNvr, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.200416394 · Participants: 6866Nvr, Inc. Employee Stock Ownership PlanThe Resorts Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.351932601 · Participants: 1751The Resorts Companies, Inc. Employee Stock Ownership PlanAmerican Systems Corporation Employee Stock Ownership Plan, Total assets ($B): 0.331314714 · Participants: 1782American Systems Corporation Employee Stock Ownership PlanModern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.321520666 · Participants: 1652Modern Technology Solutions, Inc. Employee Stock Ownership Plan and TrustNew River Electrical Corporation Employee Stock Ownership Plan, Total assets ($B): 0.320954252 · Participants: 444New River Electrical Corporation Employee Stock Ownership Plan
The Capital Management Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants
Compare The Capital Management Corporation Employee Stock Ownership Plan side-by-side with 3 peers →

The Capital Management Corporation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Virginia, the nearest ESOP by assets is Tf Inter-Holdings, Inc. Profit Sharing Plan in IN ($1M); by covered participants it is Efs Wealth Management Employee Stock Ownership Plan in IA (7 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Capital Management Corporation Employee Stock Ownership Plan assets move in 2023? ▼
The Capital Management Corporation Employee Stock Ownership Plan grew sharply - up 18.5% during 2023, from $900K to $1M. Reported net income was $167K.
How have The Capital Management Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Capital Management Corporation's sponsor-wide assets grew 35.4%, from $900K to $1M.
Where does The Capital Management Corporation Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
The Capital Management Corporation Employee Stock Ownership Plan ranks in the 24th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to The Capital Management Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Tf Inter-Holdings, Inc. Profit Sharing Plan in IN ($1M, N/A participants).
Which ESOP plans cover a similar participant headcount to The Capital Management Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Efs Wealth Management Employee Stock Ownership Plan in IA (7 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 541048352.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.